2023-12-31-accounts - Cubbington Seniors Association

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Trustees’ Annual Report for the period

From 01/01/2023 Period start date To 31/12/2023 Period end date Charity name: Cubbington Seniors Association

Charity registration number: 516878

Objectives and Activities

	SORP reference
Summary of the purposes of the charity as set out in its governing document	Para 1.17	The object of the Association shall be to promote the welfare of senior citizens in any manner which now is, or hereafter, may be deemed by law to be charitable within the villages of Cubbington, Offchurch, Weston-under-Wetherley, Eathorpe, Hunningham and Wappenbury in the County of Warwickshire.
Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts.	Para 1.17 and 1.19	Social interaction at a variety of events based at Cubbington Village Hall, including refreshments: Day Club, Snack & Chat, Bingo, Skittles. Lunch Club at local venues. Walking group over 2 – 7 miles distance. Exercise classes. Outings to places of interest. Craft projects. Fundraising Fairs.
Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit	Para 1.18	All trustees are aware of the guidance outlining the key duties, and what trustees need to do to carry out these duties competently. Being aware of the duties and responsibilities help our trustees to perform their role in a way that complies with key requirements of the law.

Additional information (optional) You may choose to include further statements where relevant about:

	SORP reference
	Para 1.38
Policy on grant making		n/a
Policy on social investment	Para 1.38
including program related		n/a
investment

Contribution made by volunteers	Para 1.38	The charity relies on volunteers to host events, including provision of refreshments, organising activities, leading walks and outings. Trustees are all volunteers; no staff are employed by the charity.
Other		n/a

Achievements and Performance

	SORP reference
Summary of the main achievements of the charity, identifying the difference the charity’s work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole.	Para 1.20	The charity is a key component of village life in Cubbington and surrounding villages. Many residents are over 60, we provide a safe environment for members to meet and socialise. Many of our members live alone, and the benefits they receive make a significant difference to their lives, helping to alleviate loneliness and isolation. We provide lifts to those who are unable to travel independently to our events. Outings enable members to visit places of interest that would be challenging for them were they to rely on public transport. We continue to offer Walks and Exercise classes which improve opportunity for physical activity amongst our members. Our monthly magazine is delivered to every member’s home and is an important link to the community for those in the Association, especially those who have limited mobility.

Additional information (optional) You may choose to include further statements where relevant about:


Achievements against objectives set	Para 1.41
Performance of fundraising activities against objectives set	Para 1.41

Investment performance Para 1.41 against objectives Other

Financial Review

Financial Review
Review of the charity’s financial position at the end of the period	Para 1.21	Fundraising continues to be successful; we have maintained the charity’s finances at a level which give us confidence that member benefits are sustainable.
Statement explaining the policy for holding reserves stating why they are held	Para 1.22	As a results of this financial stability, the charity has a healthy balance in reserve. The trustees have reviewed options for investing back into the member benefits, and as a result are expanding our activities in 2024 / 2025.
Amount of reserves held	Para 1.22	Fifteen thousand pounds
Reasons for holding zero reserves	Para 1.22	n/a
Details of fund materially in deficit	Para 1.24	n/a
Explanation of any uncertainties about the charity continuing as a going concern	Para 1.23	n/a

Additional information (optional)

You may choose to include further statements where relevant about:

The charity’s principal sources of funds (including any fundraising)	Para 1.47	Fundraising is our principal source of funds. Fairs (Spring, Christmas etc.) Lottery & Raffles Donations & contributions from members and local businesses
Investment policy and objectives including any social investment policy adopted	Para 1.46	n/a
A description of the principal risks facing the charity	Para 1.46	n/a
Other		n/a

Structure, Governance and Management

Description of charity’s trusts:
Type of governing document (trust deed, royal charter)	Para 1.25	Constitution
How is the charity constituted? (e.g unincorporated association, CIO)	Para 1.25	Unincorporated association
Trustee selection methods including details of any constitutional provisions e.g. election to post or name of any person or body entitled to appoint one or more trustees	Para 1.25	Elected by members at AGM

Additional information (optional)

You may choose to include further statements where relevant about:

Policies and procedures adopted for the induction and training of trustees Para 1.51 The charity’s organisational structure and any wider network with which the Para 1.51 charity works Relationship with any related parties Para 1.51 Other

Reference and Administrative details

Charity name	Cubbington Seniors Association
Other name the charity uses
Registered charity number	516878
Charity’s principal address	15 Austen Court Cubbington Leamington Spa CV32 7LJ

Names of the charity trustees who manage the charity

Trustee name	Office (if any)	Dates acted if not for whole year
Ann Kinzett	Chair
Chris Daly	Vice-Chair
Colin Marrow	Treasurer
Caroline Marrow	Editor
Paula Poland		To May 2023
Sally Warren		To May 2023
Linda Wilding		From February 2023
Mike Wilding		From February 2023
Liz Young	Secretary	From February 2023

– Corporate trustees names of the directors at the date the report was approved

Director name

Name of trustees holding title to property belonging to the charity

Trustee name Dates acted if not for whole year

Funds held as custodian trustees on behalf of others

Description of the assets held in this capacity n/a Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for safe custody and segregation of such assets from the charity’s own assets

Additional information (optional)

Names and addresses of advisers (Optional information)

Type of Name Address adviser

Name of chief executive or names of senior staff members (Optional information)

Exemptions from disclosure

Reason for non-disclosure of key personnel details

Other optional information

Declarations

The trustees declare that they have approved the trustees’ report above.

Signed on behalf of the charity’s trustees Signature(s) Full name(s) ~~a~~ Lesley Jane Young ~~ee~~ Position (eg Secretary, Chair Chair, etc) ~~ee~~ Date 18/09/2024 ~~FP~~

~~ee~~

Cubbington Seniors Association Accounts for the year ended 31st December 2023

			Accounts Summary	Accounts Summary
	2023	2023	2023	2022	2022	2022
			Surplus			Surplus
	Receipts	Payments	(Deficit)	Receipts	Payments	(Deficit)
Direct Fundraising	£15,998	£4,262	£11,736	£14,822	£5,250	£9,572
Grants & Donations Received	£1,092	£2,912	(£1,820)	£5,369	£1,755	£3,614
Outings	£8,402	£14,355	(£5,953)	£2,688	£5,964	(£3,276)
Social Functions	£1,634	£6,242	(£4,608)	£1,089	£2,433	(£1,345)
Magazine & Administration	£2,195	£3,324	(£1,129)	£1,926	£3,050	(£1,124)
Totals	£29,321	£31,095	(£1,774)	£25,893	£18,452	£7,441
Net Surplus/(Deficit)		(£1,774)			£7,441
	£29,321	£29,321		£25,893	£25,893
	Balance	Balance	Increase
	31/12/202331/12/2022		(Decrease)
Bank & Cash
RBS (Account Closed)	£0	£25,877	(£25,877)
NatWest Current Account	£5,078	£0	£5,078
Business Reserve Account	£28,834	£0	£28,834
Coventry BS (Account Closed)	£0	£3,194	(£3,194)
Cash	£1,324	£426	£897
Deferred Income	(£7,514)	£0	(£7,514)
	£27,722	£29,497	(£1,774)

CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Section A Independent Examiner's Report Report to the trusteesl members of Charity Name Cubbington Seniors Association On accounts for the year ended 31st December 2023 Charity no (if any) 516878 Set out on pages I report to the trustees on my examination of the accounts of the above charity (llhe Trust") for the year ended 3111212024 Responsibilities and As the charity trustees of the Trust, you are responsible for the preparation basis of report of the accounts in accordance with the requirements of the Charities Act 2011 ("the Act"). I report in respect of my examination of the Trust's accounts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed the applicable Directions given by the Charity Commission under section 145{5)(b) of the Act. I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination which gives me cause to believe that in. any material respect.. accounting records were not kept in accordance with section 130 of the Act or the accounts do not accord with the accounting records Independent examiner's statement I have no cOnmS and have come across no other matters in connection with the examination to which attention should be drawn in order to enable a proper understanding of the accounts to be reached. Signed: Date: 6th March 2024 Name: John Kendall Relevant professional qualification(s) or body (if any): Address: 43 Priory Road Kenilworth CV8 1LL Section B Disclosure Only complete if the examiner needs to highlight matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners). IER October 2018